Objective:
- Create a document from template
Environment:
- Clio Manage
Additional Information:
- Message received: "Documents made from templates are created using Nintex, an authorized Clio sub-processor. For further information, please refer to Clio's Terms of Service, Privacy and Nintex's Privacy Policy."
- Document Automation: Creating a Template
- How to Create a Document from a Template
Answer:
This message occurs when there aren't any documents templates currently uploaded to Clio for use.